Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SVB FINANCIAL GROUP
EIN 91-1962278Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
83
2100 ROSS AVENUE, 21ST FLOOR - DALLAS, TX 75201650-567-6900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 83 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GROUP RETIREMENT PLAN
401k
Assets$3.7M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
401k
Assets$2K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GROUP RETIREMENT PLAN | 401k | $3.7M | 81 | 2024 | |
| 001 | SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | 401k | $2K | 2 | 2025 |
Retirement plans
Welfare plans